Once we have assessed your needs we will arrange a meeting at our offices in Esher, Surrey. All prospective clients meet with one of our Chartered Financial Planners at the outset. The meeting will be at our expense (you will not be charged) and the purpose will be to discuss your circumstances and objectives. Advice will not be provided at your first meeting although if we believe we can help you to achieve your objectives we will explain your options and outline any costs. Simply complete the form below and we will be in touch.